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Rikoon Group’s iShares US Transportation ETF IYT Stock Holding History

Rikoon Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$515K Buy
8,000
+1,200
+18% +$70.4K 0.14% 137
2020
Q4 		$375K Buy
+6,800
New +$363K 0.1% 158

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rikoon Group's IYT Position: Q1 2021 in Review

Rikoon Group increased its iShares US Transportation ETF (IYT) stake by 18% in Q1 2021, buying an estimated $70.4K and bringing the position to 8,000 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #137.

Rikoon Group first reported a position in IYT in Q4 2020 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold IYT as of Q1 2021.

  • Rikoon Group held 8,000 shares of iShares US Transportation ETF worth $515K as of Q1 2021.
  • Rikoon Group bought 1,200 iShares US Transportation ETF shares in Q1 2021, an estimated $70.4K.
  • iShares US Transportation ETF made up 0.14% of Rikoon Group's portfolio in Q1 2021, its #137 holding.
  • Rikoon Group first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.